Animal Spirits: The Market Cap of Taylor Swift

On today’s show we discuss:
– One of the best years ever for the Nasdaq 100
– People who want to see the financial system burn
– Getting back on trend with economic data
– What if housing prices were just undervalued before the pandemic
– Canada vs. Miami housing prices
– Why married people are happier, and much more!

Animal Spirits: Are You on Track For Retirement?

On Today’s Show we discuss:
– The outlook for the 60/40 portfolio
– Dollar cost averaging into a bear market
– The evolution of retirement
– The best age for making good financial decisions
– The Fed cannot fix the housing market
– How HGTV ruined housing prices
– Hedging climate change risk, and more!

Talk Your Book: The Largest Active ETF

On today’s show, we had Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss:
– How $JEPI is constructed
– How volatility affects yield
– Why $JEPI has been so popular, and much more!